Investment strategies and financial planning for individuals and businesses

Our services are designed to help you improve your life, secure your financial future and fulfill your dreams. We offer choice and flexibility with a range of services within a variety of fee options.

Financial Planning Services - Our financial planning services are designed to bring clarity and objective solutions to your concerns.  The services can be comprehensive – integrating most of the financial areas in your life, or issue-based - focused on specific financial areas or concerns you may have.  The fees vary with each engagement depending on the scope and complexity of the services required, and can be billed at an hourly or a fixed rate. 

Financial planning services may include review and analysis of critical areas such as:  

• Personal Money Management
• Investment Planning   
• Retirement Planning
• Education Planning
• Goal Planning
• Insurance Assessment and Risk Management
• Tax Planning
• Estate Planning
• Business Planning and Consulting
• Employee Benefit Analysis

Investment Counseling Services - Our investment counseling services are designed to help you make investment decisions that help you manage and monitor your investments. Any investment plan we create considers your goals, objectives, risk tolerance, time horizon, tax situation and other special circumstances.  The fees vary with each engagement depending on the size and complexity of the portfolio and the services requested.  The fees can be billed at an hourly or a fixed rate.

Investment counseling services may include:

• Investment and Portfolio Review
• Investment Policy Development and Review
• Investment Analysis and Fund Selection
• Asset Allocation
• Implementation of Investment Strategies
• Ongoing Portfolio Monitoring
• Portfolio Rebalancing
• Investment Review Meetings

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